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M&T Bank · 5 hours ago

Strategic Initiatives Expert - Document Custody

Buffalo, NY

Full-time

Onsite

Senior Level

$108K/yr - $179K/yr

7+ years exp

M&T Bank is a financial institution seeking a Strategic Initiatives Expert in Document Custody. This role involves managing key initiatives, supporting cross-functional projects, and ensuring compliance with regulatory requirements while leading planning and implementation of critical programs.

Financial Services

Responsibilities

Review custody agreement and related legal documentation to identify, document, and operationalize all contractual obligations

Serves as a critical control point between Legal, Business, and Operations to ensure new and amended custody relationships are onboarded accurately, consistently, and in compliance with client, agency/non-agency, and regulatory requirements

Ensure operational teams clearly understand custody obligations, reporting requirements, service-level commitments, and exception handling prior to closing

Participate in handoff calls and ensure contractual obligations are clearly communicated and documented

Lead planning and implementing new products, programs and initiatives to achieve short and long-term business objectives and strategic outcomes. Support development of project roadmaps and plans

Direct critical Bank-wide or divisional projects that may include planning, design and analysis of results, develop comprehensive documentation to align with regulatory expectations as needed, analysis of complex data sets, or analysis/optimization of data structures

Assist with defining strategy of new initiatives within the division/enterprise. May serve as subject matter expert to drive requirements, development, and production of complex ad-hoc and automated departmental analyses and reports, including workflow, project and strategic analysis and trend reporting

Synthesize large volumes of qualitative and quantitative information for analysis and decision-making

Coordinate and contribute to discussions and agenda development of regular conference calls and in-person meetings of with external peers or industry groups, agencies and select US officials to share best practices and promote industry advocacy efforts

Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management

Promote an environment that supports belonging and reflects the M&T Bank brand

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable

Complete other related duties as assigned

Qualification

Contract interpretationOperational risk identificationProject managementMicrosoft Office SuiteData analysisCoaching othersInterpersonal skillsOrganizational skillsTeam collaborationAttention to detail

Required

Bachelor's degree and a minimum of 7 years' relevant work experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant work experience

Strong experience interpreting contracts and translating legal language into operational requirements

High attention to detail with strong organizational and documentation skills

Ability to identify operational risk and escalate appropriately

Ability to thrive in a fast paced environment

Ability to work independently and function as a member of a team

Coach others in their area of expertise

Excellent interpersonal and communications skills necessary for business partner relationships within and outside the organization

Self-motivated, results driven, and well organized

Ability to handle multiple tasks and work under time constraints in support of various assignments

Experience with Microsoft Office suite of products including Word, Excel, PowerPoint, Project, Visio, and Outlook or equivalent

Preferred

GCM deal closing experience

Corporate Trust Experience

Bachelor's degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration; Master's degree in Business Administration (MBA) or advanced degree

Minimum of 8 years' relevant work experience

Banking/financial industry experience

Expert in Six Sigma, Lean or Process Improvement, or project management methodology

Experience with financial, regulatory and/or process analysis, and technical writing

Curious and innovative